Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,611 | $77,899+104.9% | $149,673+6.6% | $75,163+112.4% |
| Participation rate | 93.9% | 65.6%+28.4pp | 78.8%+15.2pp | 67.2%+26.7pp |
| Annual return | 3.88% | 31.72%-27.8pp | 134.42%-130.5pp | 160.62%-156.7pp |
| Employer contribution / active EE | $866 | $3,137-72.4% | $4,818-82.0% | $2,670-67.5% |
| Participant deferral / active EE | $2,021 | $3,411-40.7% | $5,680-64.4% | $4,125-51.0% |
| Admin fee / account holder | $4,943 | $5,956-17.0% | $13,210-62.6% | $5,651-12.5% |